See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,034 | $107,934+40.9% | $91,989+65.3% | $152,861-0.5% |
| Participation rate | 40.0% | 81.2%-41.2pp | 78.6%-38.6pp | 82.4%-42.4pp |
| Annual return | 23.78% | 89.24%-65.5pp | 69.02%-45.2pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,185 | $4,210-71.8% | $3,452-65.7% | $4,762-75.1% |
| Participant deferral / active EE | $4,754 | $6,364-25.3% | $5,923-19.7% | $5,850-18.7% |
| Admin fee / account holder | $1,036 | $10,520-90.2% | $7,743-86.6% | $11,596-91.1% |